Is there an ETF or Mutual Fund which tracks James O'Shaugnessy's Trending 25 stock strategy?
The strategy is described here: www.valuestockscreener.com/Screens/Details/OShaughnessy_Trending_Value
I've found 5 mutual funds at O'Shaugnessy's asset management website (www.osfunds.com) but none of them seem to track the Trending Value strategy. I also learned that O'Shaugnessy sold 2 of his funds to Hennessy Funds (https://www.cxoadvisory.com/2713/fundamental-valuation/out-of-sample-test-of-what-works-on-wall-street-oshaughnessys-cornerstone-strategies/). But again these don't seem to fully reflect Trending Value.
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Funds can't limit themselves to a small number of stocks without also limiting themselves to a small amount of total investment. I think 25 companies is too small to be practical from their point of view.
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